Category: mobile

We Would like to enlighten our readers about the 3G Spectrum Maps of Bharti Airtel and Idea Cellular. Circles where Bharti Airtel has gained access to spectrum are primarily those where Bharti had leadership position. Except for Punjab, MP and Orissa where it did not get spectrum, Bharti has acquired…

TRAI issued recommendations that tagged 2G Spectrum Price with that of 3G. However, the recommendations are not likely to be accepted in its current form. Industry Analysts met DoT and TRAI officials and here is the takeaway from the meeting. De-linking of 2G Spectrum price from 3G Auction Price: Incumbent…

TRAI’s New 2G Spectrum Allocation and Renewal recommendations along with guidelines for M&A has drawn criticism from all the corners. Lead Institutional Investors, the big financiers for Indian Telecom Sector are unhappy with the recommendations and their reaction is as under, Citigroup said, Though the TRAI recos will need to…

We are believers in the prospects of 3G in India due to maturity of internet usage, falling prices and improving usability of handsets and the proliferation of mobile applications. 3G Expenses and Income common for all Operators – We expect near term pressure on profitability of operators winning the 3G…

Auctions should come to a logical end over the next 2-3 days, but demand movement and activity over the past two days clearly indicates that some operators have pulled out (technically taken eligibility points hit) either completely or partially from the auctions. However, we believe there are still enough players…

Uninor [Unitech + Telnor JV in India] disclosed that it has 2.1m active subs i.e. just 50% of the reported 4.3m as of Mar-10. The company defines active subs as those that used network during last 30 days. Even on active subs, ARPU at ~Rs90 suggests low usage especially given…

The price at the end of Day 18 increased c1.7% to reach a whopping $2.1 Bn for all India 3G Spectrum License. Total 3G Collection is expected to USD8.6bn. Mumbai and Delhi continue to see aggressive bidding, both closing over 4.5x the reserve price at the end of Day 18….

In the wake of Indian Politicians behaving as though Wireless Spectrum is their inherited property, we decided to do a complete study on the pricing of spectrum ever since the Wireless Licenses for Mobile Services were provided by the Government of India. Here is the result of our study, Wireless…